See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,737 | $54,705-18.2% | $71,209-37.2% | $84,808-47.2% |
| Participation rate | 41.9% | 64.1%-22.2pp | 73.8%-31.9pp | 68.3%-26.5pp |
| Annual return | 15.37% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $617 | $2,158-71.4% | $2,721-77.3% | $2,631-76.6% |
| Participant deferral / active EE | $1,817 | $3,030-40.1% | $4,175-56.5% | $4,212-56.9% |
| Admin fee / account holder | $1,507 | $4,863-69.0% | $5,349-71.8% | $7,344-79.5% |